The Apex Group was established in Bermuda in 2003 and is now one of the world’s
largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and
provide cross-jurisdictional services. With our clients at the heart of
everything we do, our hard-working team has successfully delivered on an
unprecedented growth and transformation journey, and we are now represented by
over circa 13,000 employees across 112 offices worldwide.Your career with us
should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will
work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your
game. And we offer you the freedom to be a positive disrupter and turn big ideas
into bold, industry-changing realities.
For our business, for clients, and for you
THE TRANSFER AGENCY DEPARTMENT PROVIDES FUND ADMINISTRATION SERVICES TO NUMEROUS
FUND MANAGEMENT COMPANIES COVERING THE FULL RANGE OF SHAREHOLDER SERVICING
FUNCTIONS INCLUDING TRANSACTION PROCESSING, REPORTING, AML AND REGISTRATION AND
PAYMENTS. THE DEPARTMENT IS RESPONSIBLE FOR CLIENT AND INVESTOR DOCUMENT
MANAGEMENT, PROCESSING AND QUALITY CHECKING OF TRANSACTIONS AND UPDATING THE
REGISTERS OF CLIENTS IN RESPONSE TO INVESTOR INSTRUCTIONS.
THIS ROLE IS TO PERFORM BAU ACTIVITIES IN THE TA DEPARTMENT TO ENSURE THAT NOT
ONLY CLIENT SERVICE LEVEL AGREEMENTS ARE CONSISTENTLY MET AND/OR EXCEEDED BUT
ALSO TO ENSURE THAT REGULATORY REQUIREMENTS ARE EFFECTIVELY MET. CANDIDATES
SHOULD BE FLEXIBLE ENOUGH TO WORK IN 24*7 WORKPLACE.
KEY DUTIES AND RESPONSIBILITIES
* INDIVIDUAL/YOU SHOULD BE ABLE TO PERFORM QUALITY REVIEWS FOR ALL ENTITY
TYPES. I.E CORPORATES, FOUNDATION/ CHARITIES, INSTITUTIONAL INVESTORS,
DESIGNATED BODIES ETC, BASED ON THE ANTI-MONEY LAUNDERING (AML) POLICIES AND
GUIDELINES.
* INDIVIDUAL/YOU SHOULD BE ABLE TO IDENTIFY AND DOC
📌 Transfer Agency (Pune)
🏢 Apex Group
📍 Pune
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